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Stacy B

Series 66, Series 63

Farmington Hills, MI

FIFTH THIRD SECURITIES, Inc.

Stacy Blake is a financial advisor at Fifth Third Securities, Inc. with 10 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Ameriprise and Comerica Securities, Inc. Blake is based in Farmington Hills, Michigan. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers multiple investment programs via its Passageway Managed Account platform, incorporating various strategies such as mutual fund and ETF models, separately managed accounts, tax overlays, and direct indexing.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Daniel F

Series 66

Southfield, MI

Hantz financial Services, Inc.

Daniel Flannery is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation with eight years of industry experience. Prior to joining Hantz Financial Services in 2017, he worked at LG Electronics, Inc. for six years. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm utilizes model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, and offers expanded implementation capabilities through affiliated entities including a state-chartered trust bank and in-house consulting services.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Armin H

ChFC®, Series 66

Grosse Pointe Woods, MI

FIFTH THIRD SECURITIES, Inc.

Armin Hrncic is a financial advisor at Fifth Third Securities, Inc. with 17 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Fifth Third Securities in 2026, he worked at Ameriprise Financial Services, LLC and Citizens Securities, Inc. He is also employed by Comerica Bank. Fifth Third Securities, Inc. serves a wide range of individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple program types via the Passageway Managed Account Program, providing clients access to diverse portfolio management strategies.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Arthur Z

Series 63, Series 65

Bingham Farms, MI

Focus Partners Wealth, LLC

Arthur Zaske is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at The Colony Group, LLC, InterOcean Capital Group, LLC, and operated Arthur Zaske & Associates, LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis with third-party managers, and offers a broad range of wealth management and advisory services.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Bradley W

PFS™, Series 65

Farmington Hills, MI

Focus Partners Wealth, LLC

Bradley Wasserman is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. He holds the PFS™ designation and Series 65 license. His prior work includes roles at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, Wasserman & Rybak, PLLC, and Wasserman Wealth Management, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework and offers a broad range of financial and fiduciary services.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Yuri U

Series 66

Southfield, MI

Hantz financial Services, Inc.

Yuri Umanski is a financial advisor at Hantz Financial Services, Inc. with a Series 66 designation and one year of industry experience. Prior to joining Hantz Financial Services, he spent 12 years at Premia Mortgage. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer serving individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in assets. The firm’s investment approach centers on diversified, ETF-based model portfolios and incorporates discretionary and non-discretionary mandates alongside mortgage brokerage and insurance services offered through affiliated agencies.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Maria M

Series 66

Southfield, MI

Hantz financial Services, Inc.

Maria Morabito is a financial advisor at Hantz Financial Services, Inc. with 15 years of industry experience. She holds the Series 66 designation and has been with Hantz Financial Services since 2003. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs a model-driven ETF investment approach supplemented by separately managed accounts and unified managed account solutions, and offers a range of financial planning, wealth management, and fiduciary services.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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John B

CFP®, Series 63, Series 65

St. Clair Shores, MI

Private Advisor Group, LLC

John Broman is a CFP® professional with 27 years of industry experience, currently serving at Private Advisor Group, LLC since 2019. He has previously worked at Independent Financial Partners and LPL Financial, where he has been associated since 2002. Broman also conducts seminars focused on fixed insurance products, including long-term care insurance. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, offering portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a variety of investment strategies and supports held-away account management through technology partnerships and multiple custodians.

Retired Founder/Business Owner
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Leri L

Series 66

Southfield, MI

Hantz financial Services, Inc.

Leri Langore is a financial advisor at Hantz Financial Services, Inc. with a Series 66 designation. Langore joined Hantz Financial Services in 2024 and has prior experience at Rocket Mortgage and Switt Home Loans. Hantz Financial Services, Inc. serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in assets. The firm offers diversified, ETF-centered model portfolios, financial planning, and wealth management, along with mortgage brokerage and insurance services through affiliated agencies.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Samuel T

Series 66

Southfield, MI

Hantz financial Services, Inc.

Samuel Tomlinson is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has one year of industry experience. His background includes roles at One Magnify, Intact Insurance, and the Michigan Unemployment Insurance Agency. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs a model-driven ETF investment approach supplemented by separately managed accounts and alternative investments, supported by affiliated entities offering tax, business consulting, insurance, and mortgage services.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jeffrey K

CFP®, ChFC®, Series 63, Series 65

Southfield, MI

Hantz financial Services, Inc.

Jeffrey Kotikovsky is a CFP® and ChFC® with 22 years of industry experience. He has been with Hantz Financial Services, Inc. since 2003. Hantz Financial Services serves a diverse client base, including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm focuses on model-driven ETF strategies and offers a range of financial planning, portfolio management, and retirement-plan advisory services, supported by affiliated banking, tax, and consulting capabilities.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Michael K

Series 63, Series 66

Troy, MI

AE Wealth Management, LLC

Michael Klebba is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 66 credentials and 22 years of industry experience. Prior to joining AE Wealth Management in 2021, he worked at Charles Schwab & Co., Inc. for 10 years. He is also involved with Burzynski Group Retirement Solutions, offering insurance and annuity products. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a variety of investment strategies, managing approximately $49.8 billion for over 127,000 clients across 444 advisors.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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Robert D

ChFC®, Series 63

Troy, MI

Private Advisor Group, LLC

Robert Drake is a financial advisor at Private Advisor Group, LLC with 36 years of industry experience. He holds the ChFC® designation and the Series 63 license. His career includes long tenures at Sigma Planning Corporation and Sigma Financial Corporation, as well as ongoing roles with LPL Financial and Triad Financial Group. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing various investment strategies and coordinating services through multiple custodians.

Retired Founder/Business Owner
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Tyler S

CFP®, Series 66

Troy, MI

NEwEdge Advisors

Tyler Silverthorn is a CFP® professional with 14 years of industry experience currently serving at NewEdge Advisors. His prior roles include positions at Cetera Advisor Networks, LPL Financial, and Stonebridge Financial Partners. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jason K

CFP®, Series 63, Series 65

Novi, MI

Valic Financial Advisors

Jason Kirk is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Valic Financial Advisors in Greenville, KY. He previously worked at TIAA and TIAA-CREF for 15 years. Outside of his advisory role, Kirk is an author of financial literacy books and serves as an unpaid board member for the Sean Brian Ashline Foundation, a nonprofit organization that raises funds for adults who cannot advocate for themselves. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Derek R

Series 63, Series 66

West Bloomfield, MI

Empower Advisory Group

Derek Robson is a financial advisor with Empower Advisory Group in West Bloomfield, MI, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior experience includes roles at Charles Schwab and TD Ameritrade. Outside of his advisory work, he serves as Secretary and Treasurer of Robson Foods, Inc., a family business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and participant savings rates.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Ari F

CFP®, Series 63, Series 66

Southfield, MI

Focus Partners Wealth, LLC

Ari Fischman is a Certified Financial Planner® with 23 years of industry experience currently affiliated with Focus Partners Wealth, LLC. His prior roles include positions at Kovitz Investment Group Partners, LLC, Lion Street Financial, and New York Life Insurance Company. He serves on the board of Hillel Day School and volunteers on the Pension and Insurance Committee for the Jewish Federation of Metro Detroit. Focus Partners Wealth serves a diverse client base, including individuals, families, corporations, retirement plans, and institutions, offering investment management, financial counseling, and a range of wealth services. The firm employs a long-term, tax- and fee-sensitive investment strategy with an extensive network of affiliated service providers and product offerings.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Thomas D

ChFC®, Series 63

Southfield, MI

Hantz financial Services, Inc.

Thomas Drouillard is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding the ChFC® designation and a Series 63 license, with 37 years of industry experience. He has been with Hantz Financial Services since 1998. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors, offering financial planning, portfolio and wealth management, and fiduciary services. The firm’s investment approach includes model-driven ETF strategies, separately managed accounts, and unified managed account solutions, supported by affiliated banking, tax, consulting, insurance, and mortgage services.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Michael C

Series 66

Troy, MI

Goldman Sachs Wealth Services

Michael Ceccoli is a financial advisor at Goldman Sachs Wealth Services with 18 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021. Prior to that, he was with The AYCO Company, L.P./Mercer Allied for 14 years. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and integrated strategies across affiliated teams, offering tailored services such as Executive Wealth and Private Family Office support.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Jeffrey M

CFP®, ChFC®, Series 63, Series 66

Troy, MI

Creative Planning

Jeffrey Mashini is a CFP® and ChFC® with 12 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior experience includes roles at Royal Alliance and Jhfn Sii. He serves as Grand Knight for the Knights of Columbus Council #15057 in Warren, MI. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supported by supplemental techniques and a centralized investment infrastructure.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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